Tobias Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.05M | Sell |
14,912
-27
| -0.2% | -$5.53K | 0.52% | 37 |
|
|
2025
Q1 | $2.9M | Sell |
14,939
-329
| -2% | -$63.8K | 0.56% | 32 |
|
|
2024
Q4 | $2.99M | Sell |
15,268
-182
| -1% | -$35.6K | 0.6% | 33 |
|
|
2024
Q3 | $3.06M | Sell |
15,450
-65
| -0.4% | -$12.9K | 0.61% | 31 |
|
|
2024
Q2 | $2.83M | Sell |
15,515
-77
| -0.5% | -$14.1K | 0.61% | 32 |
|
|
2024
Q1 | $2.85M | Sell |
15,592
-112
| -0.7% | -$20.5K | 0.65% | 33 |
|
|
2023
Q4 | $2.68M | Sell |
15,704
-295
| -2% | -$50.3K | 0.65% | 33 |
|
|
2023
Q3 | $2.49M | Buy |
15,999
+1
| +0% | +$155 | 0.65% | 38 |
|
|
2023
Q2 | $2.6M | Buy |
15,998
+154
| +1% | +$25K | 0.7% | 35 |
|
|
2023
Q1 | $2.44M | Sell |
15,844
-975
| -6% | -$150K | 0.72% | 33 |
|
|
2022
Q4 | $2.55M | Sell |
16,819
-16
| -0.1% | -$2.43K | 0.84% | 32 |
|
|
2022
Q3 | $2.28M | Buy |
16,835
+1,379
| +9% | +$186K | 0.8% | 30 |
|
|
2022
Q2 | $2.22M | Sell |
15,456
-65
| -0.4% | -$9.32K | 0.74% | 33 |
|
|
2022
Q1 | $2.52M | Sell |
15,521
-8,312
| -35% | -$1.35M | 0.87% | 26 |
|
|
2021
Q4 | $4.09M | Buy |
23,833
+8,516
| +56% | +$1.46M | 0.32% | 53 |
|
|
2021
Q3 | $2.35M | Hold |
15,317
| – | – | 0.88% | 23 |
|
|
2021
Q2 | $2.37M | Buy |
15,317
+142
| +0.9% | +$22K | 0.94% | 23 |
|
|
2021
Q1 | $2.23M | Sell |
15,175
-787
| -5% | -$116K | 0.95% | 21 |
|
|
2020
Q4 | $2.25M | Sell |
15,962
-108
| -0.7% | -$15.2K | 1.03% | 22 |
|
|
2020
Q3 | $2.07M | Sell |
16,070
-745
| -4% | -$95.9K | 1.13% | 21 |
|
|
2020
Q2 | $1.97M | Sell |
16,815
-603
| -3% | -$70.6K | 1.16% | 21 |
|
|
2020
Q1 | $1.8M | Sell |
17,418
-119
| -0.7% | -$12.3K | 1.3% | 18 |
|
|
2019
Q4 | $2.19M | Buy |
+17,537
| New | +$2.19M | 1.4% | 17 |
|